Every module your consultancy needs, in one place.
xProDesk replaces the patchwork of spreadsheets, registers, WhatsApp groups and accounting tools you use today. Below is the full feature set — from client onboarding to invoicing.
One profile per client — for life.
Every client gets a permanent record: KYC documents, NTN/STRN, contact persons, related parties, communication history, every case they've ever had with your firm. Search by name, CNIC, NTN, phone, email or case ID.
- Custom fields per practice area
- Client portal with secure login
- Automatic duplicate detection
- Document expiry reminders (CNIC, NTN certificates)
- Tags, segments and groups for bulk actions
Every case, every step, every deadline.
Open a case in seconds from a client record. Assign it to a staff member, set the workflow, attach the documents, and xProDesk handles the rest — reminders, escalations, status updates, the lot.
- Drag-and-drop case board (Kanban) per practice
- Auto-numbered case IDs and references
- Internal notes, comments and @mentions
- File vault with versioning and permissions
- One-click export to PDF for the client file
- Full activity log for audit and review
Build any workflow — across as many staff as you need.
Visual workflow builder. Each step has an owner, a deadline, required documents and notifications. Workflows can be conditional, parallel, multi-branch — anything your practice needs.
- Pre-built templates for FBR, PRA, SRA, KRA, SECP, PTA, NTN, GST and court cases
- Conditional steps (skip if client is filer, escalate if overdue, etc.)
- Parallel branches for multi-staff reviews
- Automated reminders via email, SMS and in-app
- Reusable as templates across the firm
Built for the regulators you file with.
Each client carries a tax profile — NTN, STRN, CNIC, jurisdiction, tax year, registration type. Returns are prepared against the profile, validated, and tracked all the way to acknowledgement.
- FBR income tax, sales tax, federal excise
- PRA Punjab, SRA Sindh, KRA Khyber Pakhtunkhwa
- SECP company, LLP, AOP, trust filings
- PTA type approvals, renewals, monitoring reports
- GST, NTN and withholding statement prep
- Auto-generated client acknowledgement letters
Every hearing, every order, every judgment.
Track cases from civil to high court to Supreme Court. Calendar the next hearing, attach the order, notify the team, archive the judgment. xProDesk replaces the diary, the file and the register.
- Court calendar with reminders
- Hearing, order, judgment, decree tracking
- Petition drafts, evidence and exhibit lists
- Opposing counsel and witness records
- Cause-list import where supported
- Full chronology export for appeals
Skills, assignments, attendance, performance — together.
xProDesk understands that a consultancy is its people. Manage staff expertise, assign the right person to the right case, run attendance, leaves, appraisals and payroll — all linked to the cases they work on.
- Staff profiles with expertise tags
- Skill-based client and case assignment
- Attendance, leaves, holidays and overtime
- Appraisals, KPIs and review cycles
- EOBI, gratuity and payroll exports
- Internal announcements and staff directory
Fee structures as unique as your firm.
Hourly, fixed-fee, retainer, success-based, milestone-based, mixed. Build the fee template once, apply it to any case, and xProDesk generates the invoice, the receipt, the ledger entry and the aging report.
- Time tracking and timesheet approvals
- Recurring invoices and retainers
- Branded PDFs with your letterhead and seal
- Multi-currency, multi-tax (WHT, GST, PRA, SRA, KRA)
- Receivables aging and collection reminders
- Cash, bank, card and online payment recording
The numbers that matter to a consultancy.
Out-of-the-box dashboards for partners and managers, plus a custom report builder for the rest.
Partner dashboard
Revenue, receivables, billable hours, top clients, work-in-progress and case load at a glance.
Manager dashboard
Team utilisation, deadlines due, bottlenecks, staff workload and SLA breaches.
Tax reports
Filing status per client, per regulator, per tax year, with deadlines and acknowledgements.
Court reports
Pending hearings, judgments received, average time-to-disposal, advocate-wise load.
HR reports
Attendance, leave balance, overtime, appraisals, payroll exports and EOBI summaries.
Custom reports
Drag-and-drop builder with filters, grouping, charts and PDF/Excel export.
Built for the confidentiality your clients expect.
From encryption to access control to audit logs, every layer of xProDesk is designed to keep client data safe.
Encryption
TLS 1.3 in transit, AES-256 at rest. Encrypted backups across multiple regions.
Two-factor auth
2FA via SMS, email and authenticator apps. Mandatory for all staff by default.
Role-based access
Granular permissions per module, per branch, per practice area. Read, write, approve, export.
Audit trail
Every view, edit, login and export is logged. Immutable, searchable, exportable.
Multi-branch
Run multiple branches on one account with isolated data, shared templates and consolidated reporting.
API & integrations
REST API, webhooks, email, calendar, payment gateways and accounting exports.
Want to see these features in your own workflows?
Book a 30-minute demo and we'll walk you through xProDesk using your firm's own cases and clients.